|ACT! & CRM Consulting Services
Our consulting approach begins by looking at the processes in your business. Our goal is to enhance your processes with the integration of the CRM (contact relationship manager) that best fits your business.
Additionally, we offer continuing training seminars
to keep you up-to-date on new program capabilities and
opportunities to leverage your ACT! info
into other critical areas of your business.
New CRM Users
We work with brand new users, from installation
to understanding software basics to customization. EBS’ training expertise can easily pace your training/consulting
to your individual learning style.
Current CRM Users
Our ACT! training/consulting can include
data conversion, custom screen design, custom reports,
synchronization of data, email links, faxing links and
custom programming. By focusing on your company's sales
process, we can help you streamline the system for the
ways you think.
Advanced CRM Users
ACT! works the way users work, focusing
on an intuitive, completely customizable interface. CRM also
provides users with many types of contact exchange built
in: from one contact to a whole database, and from LAN
to Internet. As businesses grow and needs change, we provide
a customizable and progressive method for managing contact
and customer information.
Want More Sales?
Our consultants work extensively with
clients to exceed their sales goals by creating an environment
where their computers support the sales team (not the
other way around).
Need More Information?
To sign up for classes call Effective Business Solutions at 719–538–6015
here to register for any class.